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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,566 | $51,184-54.0% | $66,439-64.5% | $86,983-72.9% |
| Participation rate | 27.1% | 68.5%-41.4pp | 74.5%-47.4pp | 69.5%-42.5pp |
| Annual return | 10.71% | 17.07%-6.4pp | 757.66%-746.9pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $800 | $2,927-72.7% | $3,876-79.4% | $4,194-80.9% |
| Admin fee / account holder | $965 | $4,154-76.8% | $6,173-84.4% | $7,856-87.7% |